Customer reference
Utah SAS
With 50 years of experience, the entire UTAH HYDRAULIQUE team is at your service to design, manufacture, and supply customised hydraulic solutions.
As a distributor of leading European brands, we assure our clients of the quality of our hydraulic equipment and service offerings.
Industry
Location
Vénissieux, France
Implemented by
Case on Odoo
The context
Centralising hydraulic manufacturing and sales in a single ERP
Utah SAS designs, manufactures, and supplies customised hydraulic solutions as a distributor of leading European brands, serving industrial customers from its site in Vénissieux, France.
Before the project, Utah relied on multiple tools to manage production, sales, and administration, which made it difficult to have a centralised, real-time view of operations and often required manual consolidation of information.
The key objectives were to ensure reliable, end-to-end management of production and sales, improve visibility into financial and operational data, and provide teams with a single, shared system to support sustained growth in hydraulic equipment manufacturing.
Their needs
A comprehensive ERP to manage hydraulic production and sales
Utah needed a comprehensive tool to centralise the management of its activities, particularly production and sales.
- Centralise production and sales management in a single, reliable system.
- Reduce manual re-entry by connecting sales, inventory, manufacturing, and finance.
- Gain clear visibility into timelines and stock to better serve customers.
- Secure a confirmed budget, implementation approach, and timeline aligned with their business priorities.
The proposed solution
An Odoo ERP foundation built on in-depth business analysis
Captivea France began by carrying out a complete analysis of Utah’s Odoo environment through business discovery and themed workshops, then structured the project with documented deliverables and feedback sessions to deploy Odoo ERP modules for finance, sales, CRM, inventory, manufacturing, helpdesk, expenses, and dashboards, giving Utah a centralised, scalable foundation for managing its hydraulic equipment activities.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the faisability
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops By theme / group of people / domains
- Create the deliverables documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Inventory & Manufacturing
Finance
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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